See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,639 | $89,753-49.2% | $107,525-57.6% | $84,808-46.2% |
| Participation rate | 59.2% | 68.1%-8.9pp | 75.1%-15.9pp | 68.3%-9.1pp |
| Annual return | 21.18% | 29.48%-8.3pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,107 | $3,113-32.3% | $3,754-43.9% | $2,631-19.9% |
| Participant deferral / active EE | $4,046 | $4,056-0.3% | $5,116-20.9% | $4,212-3.9% |
| Admin fee / account holder | $1,991 | $7,222-72.4% | $8,919-77.7% | $7,344-72.9% |